Most people have someone in their family who is not qualified or capable of managing their finances, especially when the situation is … [Read more...] about What is a Spendthrift Trust and Do You Need One? – Ep113
Estate Planning
Congratulations on creating an estate plan and getting your affairs in order. This checklist will provide you with the step-by-step to complete your estate plan and get affairs in order to achieve your objectives!
Click here and download the Estate Planning Checklist.
How to Build Generational Wealth (5 Insights) – Ep95
Many people want to know how to build generational wealth for their family members. Today, we dive into five insights on how you can leave … [Read more...] about How to Build Generational Wealth (5 Insights) – Ep95
Should I Transfer My 401k to an IRA? – Ep80
One of the most common questions is, “Should I transfer my 401k to an IRA?” Before we dive in, please note that you should consult a … [Read more...] about Should I Transfer My 401k to an IRA? – Ep80
What Happens When Someone Dies Without a Will?
Most people have no idea how dying intestate (without a will) will impact their loved ones. They are also unaware of the probate process or … [Read more...] about What Happens When Someone Dies Without a Will?
The Right and Wrong Trustee of a Trust – Ep75
Choosing the trustee of a trust is a major decision that can have excellent or devastating consequences for your estate plan. Therefore, it … [Read more...] about The Right and Wrong Trustee of a Trust – Ep75
Millionaire Advice for Family and Friends – Ep73
The millionaire advice I have learned over the last three decades (yes, it is hard to believe I have been at this for over 35 years!) is … [Read more...] about Millionaire Advice for Family and Friends – Ep73
